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Avalon Investment & Advisory’s M/I Homes MHO Stock Holding History

Avalon Investment & Advisory’s Portfolio MHO Stock Details MHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-81,731
Closed -$2.6M – 352
2018
Q1 		$2.6M Buy
81,731
+7,871
+11% +$258K 0.08% 187
2017
Q4 		$2.54M Buy
73,860
+20,227
+38% +$660K 0.08% 180
2017
Q3 		$1.43M Sell
53,633
-414
-0.8% -$10.7K 0.05% 216
2017
Q2 		$1.54M Buy
54,047
+636
+1% +$17.3K 0.05% 205
2017
Q1 		$1.31M Buy
+53,411
New +$1.31M 0.04% 228

Other funds holding MHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avalon Investment & Advisory's MHO Position: Q2 2018 in Review

Avalon Investment & Advisory sold out of M/I Homes (MHO) in Q2 2018, closing a stake of 81,731 shares — an estimated $2.6M sold.

Avalon Investment & Advisory first reported a position in MHO in Q1 2017 and held it in 5 quarters. The position peaked at $2.6M in Q1 2018. 160 funds tracked by Wall St. Rank hold MHO as of Q2 2018.

  • Avalon Investment & Advisory reported no remaining M/I Homes position as of Q2 2018 after selling out during the quarter.
  • Avalon Investment & Advisory sold 81,731 M/I Homes shares in Q2 2018, an estimated $2.6M.
  • Avalon Investment & Advisory first reported a position in M/I Homes in Q1 2017 and held it in 5 quarters.
  • Avalon Investment & Advisory's M/I Homes position peaked at $2.6M in Q1 2018.
  • 160 funds tracked by Wall St. Rank held M/I Homes as of Q2 2018.

Based on Avalon Investment & Advisory's 13F filing for Q2 2018, filed 14 Aug 2018.